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Copy Contacts Updates

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Kaili Wardlaw
Jan 22, 2024

< 1 MIN READ

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We have went live with 3 exciting updates for the Copy Contact Action.

Toggle : Update contact if it already exists

  • If this is enabled and if the contact already exists in the selected sub-account then the contact will be updated in the sub account.
  • If the contact is not existing in the sub account then new contact will be created.
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Add Tags to Sub-Account

  • Organize your contacts effectively by adding multiple tags to newly copied contacts in your selected sub-account. You can choose tags from the source contact information or even create new ones manually.
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Skip Copy Contact if Contact does not have Email and Name

  • If a contact does not have an Email or a Name then the contact won’t be copied and will be skipped.
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